Best Financial Advisors in MIDLOTHIAN, Virginia
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$274M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in MIDLOTHIAN
#1
86
JAMES RIVER ASSET MANAGEMENT, LLC
MIDLOTHIAN, VA · Since 2018
$274M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
85
COLONIAL RIVER WEALTH MANAGEMENT LLC
MIDLOTHIAN, VA · Since 2018
$464M AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
83
BOWEN FINANCIAL SERVICES, LLC
MIDLOTHIAN, VA · Since 2022
$191M AUM3 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in MIDLOTHIAN?
The median advisory fee in MIDLOTHIAN, VA is 0.95% of assets under management per year, based on Form ADV filings from 3 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.